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Julien Bonnay is a partner at Capco.

Wealth management firms are consolidating at a breakneck pace in a bid to grab wealthy U.S. clients.

It’s not just $1,400 checks. Here’s what advisors need to know about other financial perks in the massive stimulus package.

The deal will push Paris-based iM Global’s assets above $24 billion and enable it to break into wealth management.

Bill Hampton is an executive in the credit union division at FIS

Paul C. de Bernier (pictured), Michael Lebovitz, Tareah E. Ikharo and Stephanie M. Hurst are attorneys at Mayer Brown.

The rare move to set aside the regulator’s ruling came more than a decade after the rep ran into trouble by adding notes about his client into a software program.

The IBD network added a community bank’s investment program after exceeding the goals it set at the beginning of 2020, its head recruiter says.

“Investing should be as ubiquitous as shopping online,” says Vlad Tenev.

Sasha Brenecki is a manager with KBKG, based in Chicago, specializing in cost segregation and fixed asset services overseeing the Midwest region. She has over six years of experience conducting cost segregation studies, section 481a adjustment calculations and fixed asset reviews.